The Marzetti Company
MZTI
180 hedge funds and large institutions have $1.72B invested in The Marzetti Company in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 19 closing their positions.
1.43% more ownership
Funds ownership: 50.65% → 52.09% (+1.4%)
6% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 65
1% more capital invested
Capital invested by funds: $1.7B → $1.72B (+$13.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 187 → 180 (-7)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
50% less call options, than puts
Call options by funds: $721K | Put options by funds: $1.43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$28.1M |
| 2 |
Neuberger Berman Group
New York
|
+$25.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$21.4M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$16.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$18M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$10.9M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$5.85M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.16M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$5.04M |
MZTI Hedge Fund Activity: Q3 2017 in Review
180 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q3 2017, worth a combined $1.72B — up 0.78% from $1.7B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of MZTI and 14 opened new positions — a net loss of 5 holders — while 65 trimmed existing stakes and 69 added.
The largest buyer was State Street, adding an estimated $28.1M. The largest seller was Millennium Management, cutting an estimated $18M.
- 180 institutional investors held The Marzetti Company (MZTI) as of Q3 2017, down from 187 in Q2 2017.
- Funds reported $1.72B of The Marzetti Company stock for Q3 2017, up 0.78% quarter-over-quarter.
- 14 funds opened new The Marzetti Company positions in Q3 2017 and 19 closed out, a net change of -5 holders.
- The largest The Marzetti Company buyer in Q3 2017 was State Street, an estimated $28.1M added.
- The largest The Marzetti Company seller in Q3 2017 was Millennium Management, an estimated $18M sold.
Based on aggregated 13F filings for Q3 2017.